Semiconductor News & Analysis Feed
1667 articles
2026-06-30
cnycentral.com
2026-06-30
WSTM
President Trump Bilat meeting with Turkish President Recep Tayyip Erdoan.
CLAY, N.Y. — A proposed $30 million agreement between the Town of Clay and Micron moved one step closer Monday night after the Town Board voted to schedule two public hearings for next week.
The hearings, set for Monday, July 7, will focus on a proposed local law that would allow Community Host Agreements for projects valu
2026-06-30
digitimes.com
2026-06-30
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.
2026-06-30
digitimes.com
2026-06-30
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots, autonomous vehicles, and other physical systems. The message suggested that the next leg of growth may come from devices that bring AI into the real world.
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
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2026-06-30
marketscreener.com
2026-06-30
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2026-06-30
CNBC
Micron Technology
’s monster post-earnings rally is almost gone.
Shares of the maker of memory chips traded as low as $1,023.65 on Monday, down 18% from the 52-week high reached on Thursday. Monday’s session low is also nearly $25 below the stock’s closing level on Wednesday before Micron reported fiscal third-quarter revenues that blew past analyst expectations.
The sharp about-face has spurred
2026-06-29
www.digitaltoday.co.kr
2026-06-29
디지털투데이
Industry
China tungsten curbs disrupt WF6 supplies, raising risks for HBM and AI chip output
AI Summary
The push to expand AI semiconductor output is straining supply chains for specialty electronic gases, an analysis said. China’s controls on high-purity tungsten exports have led to disruptions in Japan’s supply of tungsten hexafluoride (WF6), raising new supply-chain risks for high-bandwidth me
2026-06-29
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2026-06-29
Investor's Business Daily
2026-06-29
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2026-06-29
Zacks Investment Research
2026-06-29
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2026-06-29
Investing.com
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2026-06-29
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2026-06-29
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2026-06-29
blogs.nvidia.com
2026-06-29
NVIDIA Blog
Open Models, Closed Environments: Palantir Brings Secure AI to US Agencies With NVIDIA Nemotron
NVIDIA Nemotron open models help Palantir advance US technology leadership with mission-specific sovereign AI for government agencies and critical infrastructure operators.
June 29, 2026 by Justin Boitano
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Showcasing the importance of open source innovation in American AI, Palantir’s
2026-06-29
blogs.nvidia.com
2026-06-29
NVIDIA Blog
Open Models, Closed Environments: Palantir Brings Secure AI to US Agencies With NVIDIA Nemotron
NVIDIA Nemotron open models help Palantir advance US technology leadership with mission-specific sovereign AI for government agencies and critical infrastructure operators.
June 29, 2026 by Justin Boitano
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Showcasing the importance of open source innovation in American AI, Palantir’s
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Pictet Asset Management Holding SA Boosts Holdings in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pictet Asset Management Holding SA increased its Texas Instruments stake by 1.0% in the first quarter, ending with 559,788 shares valued at about $108.7 million.
Several analysts raised price targets on TXN, but the stock still c
2026-06-29
www.marketbeat.com
2026-06-29
MarketBeat
Canoe Financial LP Has $292.25 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 29, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Canoe Financial LP cut its stake in Taiwan Semiconductor Manufacturing by 27.8% in the first quarter, selling 333,400 shares and leaving it with 864,770 shares valued at about $292.25 million. TSM remains Canoe’s se
2026-06-29
www.marketscreener.com
2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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